Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark. The expectation for RS portfolios is to resist draw-downs, and that has not been the case. Portfolios that have resisted the bear market are those portfolios where fewer trades are conducted. Next month I […]
Einstein Portfolio Review: 17 January 2023
Einstein is the portfolio scheduled for review this morning. The Kepler and Einstein are the two remaining Relative Strength or Relative Momentum portfolios requiring an understanding of how the Kipling spreadsheet works. This analysis will take readers through the major steps.
Einstein Portfolio Review: 17 February 2023
Einstein is the portfolio up for review this morning. The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach. The other is the Kepler. As readers will see in a moment, these two portfolios use the full power of the Kipling spreadsheet and as a result are a […]
Einstein Portfolio Review: 22 March 2023
Einstein is one of two Relative Strength or Relative Momentum portfolios tracked here at ITA. Of all the various models it is this style that requires the most decisions and software to manage the portfolio.
Einstein Portfolio Review: 24 April 2023
Einstein, one of two Relative Strength investing models tracked here on ITA, is up for review this morning. Nearly 60% of the portfolio is in cash so decisions as to what to do with this large amount is on the table. I’m not in a hurry to invest in equities until the debt crisis is […]
Einstein Portfolio Review: 25 May 2023
Einstein is the Relative Security or Relative Momentum portfolio up for review this morning. For those using the Kipling spreadsheet, Yahoo changed something so the descriptions are not coming through. The prices for the Einstein are current through the close yesterday (5/24/2023). Since descriptions are missing I did not include the investment quiver. Rather, I […]
Einstein Portfolio Review: 25 July 2023
Einstein is the growth portfolio up for review this morning. I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly. Therefore, I’ll skip directly to the security recommendations worksheet and omit the investment quiver worksheet.
Einstein Portfolio Review: 15 August 2023
Here we are in the middle of August and summer is “shouting” at Portland residents. It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are expected. No equities are recommended for purchase as you will see […]
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